Assign User Access to Portfolios

1. From the Admin tab, select Portfolios.
   
2. Click on the name of the Portfolio that you would like to assign users to.
3. Click in the Portfolio Users textbox and select the Carve users who should have access to this portfolio. If the name is not listed, go to Users and confirm that they are set up.
   

Users who are designated "Business Admin" or "Company Admin" status already have access to all portfolios by default and therefore do not show up in the list.

      2. To remove a user from a portfolio, click on the "x" to the left of the user.

Assign Users to Portfolios

• Related Articles

• Access to Portfolios

  Providing users access to portfolio(s) is done in the Admin tab for Professional & Enterprise Edition companies. From the Admin tab, select Users. Click on the user from the Manage Users list. Click on the Portfolio entry field. To add access: Using ...

• Create Portfolios

  From the Admin tab, select Portfolios. Click the Create Portfolio button (top right-hand corner). Enter the following: Portfolio Name Portfolio Manager (optional) 4. Click Next. Portfolios are not restricted to a single PDRI template type. A ...

• User Roles

  Carve uses a role-based security model. Four user roles are supported in Carve: Stakeholder Facilitator Business Admin Company Admin Each user is assigned a role based on the functional capabilities they require. The tables below summarize some of ...

• Manage Portfolios Overview

  Portfolios are available in Professional and Enterprise edition companies to manage user security and organize projects. Carve Admin users should setup portfolios to mirror the structure of the company's current capital program and assign users to ...

• Edit Portfolios

  From the Admin tab, select Portfolios. Click on the portfolio to be edited. Fields available for editing include: Portfolio Name Portfolio Manager Portfolio Users Add User Access to the Portfolio